Financial Advisor Administrative Assistant Position Available In Williamson, Tennessee
Tallo's Job Summary: Financial Advisor Administrative Assistant position at Estate and Financial Strategies, Inc. in Brentwood, TN involves managing administrative tasks, supporting Financial Advisors, conducting analytical assessments, and providing customer service. Responsibilities include processing applications, record-keeping, financial reporting, and addressing client inquiries. Qualifications include experience in administration, strong analytical skills, effective communication, and a degree in Finance or related field.
Job Description
Company Description Estate and Financial Strategies, Inc. is a financial advisory firm dedicated to serving clients who are seeking Tax planning, Estate planning, and financial planning all under one roof. Catering to retirees and high net worth individuals as well as retail investors. As a fiduciary firm we are legally required to only act in our clients best interests and to deliver the best financial outcomes possible. Role Description This is a full-time, on-site role for a Financial Advisor Administrative Assistant located in Brentwood, TN. The Financial Advisor Administrative Assistant will manage daily administrative tasks, support Financial Advisors, conduct analytical assessments, and provide excellent customer service and communication with clients. Day-to-day responsibilities include processing financial applications, maintaining records, assisting with financial reporting, and addressing client inquiries to ensure smooth operations. Qualifications Experience in administrative and Operations Management Strong Analytical Skills Effective Communication and Customer Service skills Detail-oriented with strong organizational skills Ability to work collaboratively in a team environment Experience and/or education in financial services is required Bachelor’s degree in Finance, Business Administration, or related field is a plus
